Options to Configure Statement Periods and Welcome Message

Using the Statement Definitions Periods tab, you configure statement periods and an optional welcome message for each statement.

Statement Periods

Configure statements to cover any period of time by specifying start and end dates on the Periods tab. You can create multiple periods at one time.

For each statement period, further specify:

• A recommended statement period display name

  Example: Name the period 2022 Annual Statement, rather than the default display of start and end date.

• The date that statements become available to workers

• The conversion rate date for currency conversions

• An optional welcome message

Use the item tester to validate your expectations for compensation items before you generate the statements. The item tester is available for all source types.

Optionally, you can enable feedback when people view their online statement. You can configure ratings and questions. People complete the feedback, and then compensation administrators and line managers can view it.

Welcome Message

For each statement period, you can compose an optional welcome message by clicking the Welcome Message button on the Periods tab. If included, the welcome message is the first page the worker sees in the statement.

In the welcome message you can:

• Personalize the greeting with each worker's name

• Use rich text and include hyperlinks